Raymond James’ Florida regional director for the firm’s employee advisor channel Raymond James & Associates (RJA), Tim Killgoar, announced that they have welcomed the team of four financial advisors and three branch professionals at Lelekis, Ellis, Kilczewski Private Wealth Management Group of Raymond James to RJA in St. Petersburg, Florida.
The team managed over $900 million in client assets at Wells Fargo Advisors and collectively offered clients over a century of financial services industry experience. And they include advisors Emmanuel Lelekis, CFP, RICP, CPWA, Sharon Ellis-Champagne, CFP, Brian Kilczewski and Chadd Eaton, CRPC, and client service associates Maria Bollo, Tanya Schiller and Katherine Robertson.
This group will operate from Raymond James’ corporate headquarters as part of RJA’s Carillon branch, led by branch manager Paul Manfrey, ChFC, and Tampa Bay complex manager Michelle Lynch.
KEY QUOTES:
“We are thrilled with the remarkable recruitment momentum within the firm’s Private Client Group. It is a pleasure to welcome this exceptionally talented team. We have the utmost confidence that they will continue their stellar track record of success and unwavering commitment to client service as integral members of RJA’s Carillon branch.”
— Tim Killgoar
“Our focus remains centered on positively impacting our clients and their financial well-being. We are excited to align with a firm that shares our focus and deep commitment to our community — there’s no substitute for a strong culture.“
– Emmanuel Lelekis
“Aligning with Raymond James has empowered us to take our client service focus to an even higher level. A pivotal aspect of client service is having access to the right resources, both in breadth and depth. We’re fortunate to have gained the technology, resources and support of one of the nation’s preeminent financial services firms, conveniently located right here in our backyard.”
– Sharon Ellis-Champagne
“Partnering with a firm that’s primary focus is wealth planning was a pivotal consideration in our decision-making process. Notably, at Raymond James, the bank is a resource for advisors and their clients, a key differentiator in our industry.”
– Brian Kilczewski
